Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,798 | $181,896-88.6% | $156,551-86.7% | $273,972-92.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 33.25% | 30.74%+2.5pp | 32.23%+1.0pp | 41.46%-8.2pp |
| Employer contribution / active EE | $1,703 | $6,248-72.8% | $5,501-69.1% | $4,869-65.0% |
| Participant deferral / active EE | $4,360 | $5,550-21.4% | $4,871-10.5% | $5,287-17.5% |
| Admin fee / account holder | $215 | $15,560-98.6% | $13,028-98.3% | $10,133-97.9% |